Matthew Neal is an advisor with Motiv8 Investments LLC in St Louis Park, MN. He holds a Series 65 designation and has been involved in financial services since 2015, with prior experience at Kay Stienessen CPA and Excelsior Financial Group. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical methods, and offers both discretionary and non-discretionary management along with consulting and educational services.

Valerie Thomas Ruth is a financial advisor at Marquette Wealth Management in Minnetonka, MN, holding a Series 65 designation with nine years of industry experience. She previously worked at Carlson Capital Management, LLC and CliftonLarsonAllen Wealth Advisors LLC before joining Marquette. Marquette Wealth Management serves individuals, high net worth families, trusts, foundations, and donor-advised funds with financial planning and discretionary investment management, also providing consulting and fiduciary services to employee benefit plans. The firm employs a disciplined, research-driven investment process emphasizing global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact team.

Noah Haverdink is a CFP® with four years of industry experience, currently serving as a financial advisor at Epiq Partners, LLC in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual in both Minneapolis and Chicago, as well as positions at Zeutenhorst Financial Inc. and Storm Lake Capital. Epiq Partners is a state-registered investment adviser that provides tailored investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary investment models featuring concentrated holdings combined with selective use of derivatives and private investments, managed by a four-advisor team overseeing discretionary assets.

Connie Biselx is a financial advisor at All Star Financial in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Prior to joining All Star Financial in 2026, Connie worked at Merrill and Thrivent Investment Management. She also has an 11-year background running a business called Unglued. All Star Financial offers personalized financial planning, tax preparation by in-house certified public accountants, and investment management services to individuals and various types of entities. The firm uses a Modern Portfolio Theory-based investment approach with globally diversified, risk-based model portfolios and incorporates macroeconomic indicators to inform portfolio decisions.

Sara Kantor is a CFP® professional with eight years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN, where she has worked since 2013. She is also involved in her husband’s business, The Kantor Group, Inc., a brand strategy and graphic design firm, assisting with company finances. Cornerstone Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios, conducts portfolio reviews at least six times per year, and offers alternative billing arrangements tailored to client needs.

Kyle Janovsky is a financial advisor at High Note Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Delaware Investments and Dynasty Wealth Management. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers portfolio management and financial planning services, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analysis, as well as modern portfolio theory.

John Hause is a financial advisor with Tradition Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Tradition Wealth Management since 2003 and spent over two decades at Concourse Financial Group Securities Inc. Additionally, Hause is an owner and producer at TWM Insurance, an affiliated insurance agency. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach that includes model portfolios, ETFs, and alternative investments, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Daniel Johnson is a CFP® professional with nine years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates. He has previously worked at Raymond James Financial Services Advisors Inc. and CREW2, Inc. In addition to his advisory role, Johnson is a licensed independent insurance agent in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides financial planning, portfolio management, and consulting services to individual and high-net-worth clients. The firm uses tailored investment strategies and employs techniques such as asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least semi-annually.

Chelsea Tufte is a CFP® and Series 65-licensed financial advisor at Cherry Tree Wealth Management, LLC with 10 years of industry experience. She has been with Cherry Tree since 2013. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach focused on asset allocation and primarily uses passively managed institutional-class mutual funds and ETFs.

John Max is a financial advisor at BlueStem Wealth Partners, LLC with six years of industry experience. He previously worked at Ameriprise Financial Services and C.H. Robinson. Max holds the Series 66 designation and serves as an advisor at LM Partners, LLC, where he is involved in fiduciary activities. BlueStem Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and provides a range of investment options including mutual funds, ETFs, and alternative assets.

Leonard Fox Jr is an investment advisor at Scarecrow Advisors, LLC, with 12 years of industry experience. He holds a Series 65 designation and has worked at Scarecrow Advisors since 2020. Outside of his advisory role, he provides a newsletter and trading signals to registered investment advisers and representatives. Scarecrow Advisors, LLC offers discretionary investment supervisory services to individual and institutional clients, focusing on customized investment policy statements, asset allocation, and portfolio monitoring. The firm uses fundamental, technical, and cyclical analysis with both strategic and tactical asset-allocation strategies, employing various trading and hedging techniques based on client objectives.

Nicholas Davidson is a financial advisor at Strategic Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities for eight years. Outside of his advisory role, Davidson is involved in coaching and player development for youth hockey programs, including roles with Dodge County Youth Hockey and USA Hockey. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and utilizes a combination of fundamental and technical analysis, third-party manager programs, and quarterly account reviews to develop client strategies.

Jason King is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding the CFP® designation and Series 66 license with 10 years of industry experience. He has held roles within multiple Oakwood Capital affiliated entities since 2019 and previously worked at Prosperity Capital Advisors and other financial services companies. Outside of investment advisory, he serves as a business consultant for C2P Enterprises, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios while conducting regular reviews and reporting for client accounts.

Keith Lunneborg is a financial advisor with Stevens Foster Financial Advisors in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Stevens Foster since 2019 and previously held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Management from 2009 to 2019. Stevens Foster serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm integrates investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation in client financial plans.

Heather Rezab is a financial advisor at Punch & Associates Investment Management, Inc. with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Stifel, Wells Fargo Advisors, and Larson Financial Group. Outside of her advisory role, she is a Notary Public for the state of Minnesota. Punch & Associates provides discretionary investment management and wealth advisory services to private and institutional clients, managing portfolios through a multi-cap, fundamentally driven, and contrarian investment approach that emphasizes bottoms-up research and behavioral analysis. The firm serves a diverse client base including high-net-worth individuals, foundations, pension plans, and government entities.

Amanda Berry is a CFP® professional with 13 years of industry experience currently affiliated with Strategic Wealth Group in Eden Prairie, MN. Her work history includes roles at LPL Financial and operating as a sole proprietor. In addition to her financial advisory responsibilities, she provides tax preparation and accounting services. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages $1.54 billion in discretionary assets and utilizes both fundamental and technical analysis to develop client investment strategies.

Jack Sowada is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with six years of industry experience. He holds a Series 66 designation and has previously worked at Concourse Financial Group Securities Inc and LPL Financial. Sowada serves as trustee and beneficiary of his own revocable trust. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm utilizes model portfolios and provides continuous portfolio management with both discretionary and non-discretionary options, offering access to a range of investment vehicles including ETFs, mutual funds, and third-party managed accounts.

Sheri Rhyan is a financial advisor at Xcelsior Advisor Partners LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, The Oak Ridge Financial Services Group, and NBC Securities. Outside of finance, she owns and operates Restoration4U, a residential cleaning and organizing business, and Family Three LLC, a costume sales venture. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs fundamental analysis and modern portfolio theory, utilizes third-party technology and risk assessment tools, and offers access to alternative and private investments, including conditional IPO orders where eligible.

Michael Trudeau is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently affiliated with Strategic Wealth Group in Eden Prairie, MN, where he serves as part of a 23-advisor team. Trudeau’s prior experience includes roles at Thrivent Investment Management Inc. and managing his own advisory practice. He is also a board member of SMW Federal Credit Union, a nonprofit organization. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to develop client strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Jon Breimhorst is a CFP® with 15 years of industry experience, currently serving at Oakwood Capital, Inc. since 2018. He previously worked at UBS from 2015 to 2018. Outside of his advisory role, he is involved in community activities in Prescott, Wisconsin, including serving as secretary for the Prescott Community Club and as a board member of the Prescott Chamber of Commerce. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, incorporating fundamental, technical, and cyclical analysis with at least annual reviews for client accounts.